Commercial Daily Banker

We are driven by excellence and ambition. We are a Brazilian investment company and build sophisticated solutions in Credit, Corporate, Offshore, Asset, Wealth Management, and Advisory.

More than an investment company, we are a team that believes in autonomy, high performance, and continuous learning. We seek people who want to grow quickly, take responsibility early on, and build real impact in the market.

We are looking for professionals to join our Daily Banking team.

About the Area

The Daily Banking team integrates the core of Advisory & Wealth Management and plays a crucial role in maintaining constant contact with clients.

This is the link between Banker, Investor, and technical areas, responsible for ensuring commercial cadence, portfolio tracking, and excellence in customer experience.

In addition to sustaining routine relationships, the Daily Banker actively captures liquid opportunities and activates commercial opportunities within the base, expanding AUM and contributing directly to ROA and company revenue.

What you will do

• Conduct relationship cadence with clients from the base (calls, follow-ups, meetings, and events).
• Identify and activate opportunities for liquid capture and cross-selling among active clients.
• SUPPORT THE BANKER in retaining and expanding relationships with strategic clients.
• Monitor income, portability, and movements, triggering technical areas when necessary.
• Record all interactions and statuses in CRM, ensuring total trackability.
• Collaborate with credit, insurance, pension, and foreign exchange areas to offer complementary solutions.
  

What we offer

• Immersion in a high-performance business model in Advisory & Wealth.
• Techical and commercial training with structured development tracks.
• Direct exposure to Bankers, Investors, and product area leaders.
• Meritocratic culture, real opportunities for growth, and recognition for results.
• A continuous learning environment and close contact with the global financial market.

Requirements

• Bachelor's degree in Administration, Economics, Engineering, or Finance.

• Intermediate knowledge of financial products and investments.
• Mastery of Excel and CRM tools.
• Clear communication, active listening, and consultative posture.
• High organization and sense of priority.
• ANCORD certification is mandatory (can be obtained after starting).

Differentials

• Experience with high-net-worth or private clients.
• Vivencia in commercial areas or support for investments.
• Interest in a career path focused on Banker or Investor.
• Analytical, collaborative, and results-oriented profile.

Benefits

• TotalPass;
• Incentive for certifications (CFP and CFA);
• Annual variable remuneration;
• Exchange program;
• Partnership program.